FR
First Industrial Realty TR
2 super-investors hold FR worth a combined $41M. The largest position: Third Avenue Management at 0.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #666 of 724 scored stocks.
Why super-investors own FR
FR attracts only marginal attention from the super-investor cohort, with just two holders and $41M in combined exposure. Joel Greenblatt accounts for the bulk of that at $37M, though the position represents a negligible fraction of his portfolio. Third Avenue Management carries the higher relative conviction at 0.8% of its portfolio, though it trimmed its $5M stake this quarter — the only activity recorded. The cohort owner count has held flat at one or two for eight consecutive quarters, signaling neither building interest nor meaningful exit. Interest in FR across this group is best described as static and thinly held.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 38q | $37M | 634,488 |
| 2 | Third Avenue Management | 0.8% | 40q | $5M | 81,016 |
Owners of FR also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | TRIM | 0.8% | -23% | $5M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 32054K103. Not investment advice.